- Featured in:
-
More Portfolio Analyst Resumes
Use these Portfolio Analyst samples as a guideline or visit our extensive library of customizable free resume templates.
Select
Customize
Download
Find out what is the best resume for you in our Ultimate Resume Format Guide.
Additional Finance Resume Samples
Portfolio Analyst Resume Samples
No results found
6-10 years of experience
Coordinated the tax lien redemption process across several private equity portfolios.
- Resolved lien payoff discrepancies and ensured proper lien satisfaction calculations.
- Facilitated tax liens collections and prepared bid packages for municipal tax sale auctions.
- Prepared and analyzed P/L reports for active and redeemed tax liens.
- Modeled full life cycle financial analysis for each asset from acquisition through disposition.
- Recommended innovative alternatives and strategies to increase investors’ revenues by 20% and reduce fund costs by 25%.
0-5 years of experience
Collaborated with Portfolio Managers toward managing $4.2 billion assets under management
- Researched and analyzed potential equity, fixed income and alternative investments towards implementing portfolio analysis for high net worth and institutional clients
- Provided recommendations for the national approved Custom Equity Solutions which allows PM’s to buy securities at their own discretion based on proprietary research and analysis
- Entrusted with the responsibility of executing trades based on personal research of investment instruments consisting of commercial paper, fixed income, equity and other alternatives
- Allocated securities to meet client’s tactical/strategic asset allocation guidelines and objectives by trimming/adding positions in domestic & international stocks, fixed income and alternatives
- Saved an at risk $75mm client by leading a group of 20 people in the process of pricing a structured note accurately to properly reflect performance
- Assisted Portfolio Managers with day to day operations of portfolios with strict due diligence and adherence to bank/industry compliance regulations
- Prepared presentations and projects that exhibit thorough research and analysis for PM’s to present to clients
0-5 years of experience
Responsible for maintaining portfolios and customer relationships for total assets under management of $675 million in 2008.
- Managed a short-term individualized bond portfolios in Separately Managed Accounts targeted to high net worth clients with the objective of enhancing yields for client’s specific needs.
- Evaluated markets to maximize client after tax returns.
- Presented overviews of products to clients and Account Managers.
- Provided reports to management regarding current market and macro-economic trends.
- Reviewed orders to ensure accuracy, compliance and conformance to regulations.
0-5 years of experience
Actively managed all domestic long-only, 130/30, and market neutral equity strategies, funds, and model portfolios against S&P 500 and Russell 1000 benchmarks. Analyzed and monitored portfolios to find ways to improve the portfolio construction process, and ensure compliance with investment guidelines.
- Managed all equity strategies for two years, including market neutral and 130/30 strategies.
- Constructed all domestic long-only portfolios on an on-going basis, using Axioma optimization software, and proprietary SAS programs.
- Continuously monitored characteristics of my portfolios, and rebalanced as necessary to maintain risk exposures within investment guideline limits.
- Ensured low transaction costs when rebalancing portfolios and managing cash flows, by using trading platform algorithms, ECNs, and brokerage trading desks.
0-5 years of experience
Managed an $800MM portfolio of commercial real estate loans and monitored performance against underwritten, approved monthly construction draws and resolved loan compliance issues.
- Assisted in establishing ‘best practices’ for the newly created Portfolio Management Department and instituted procedures for financial reporting and review.
- Reported monthly activity for the real estate portfolio to the Merrill Lynch parent company via the Risk Asset Management System (RAMS) – principal and interest, fees, originations and payoffs/modifications and assisted in the design, testing and automation of the system.
- Assisted in the testing and implementation of the HSF system for spreading of financials and asset summaries.
- Created a hotel FF&E tracking spreadsheet and monitored quarterly remittances.
- Risk-rated the portfolio on a quarterly basis and prepared problem exposure reports for senior management.
- Participated in quarterly portfolio reviews.
0-5 years of experience
Pioneered group that facilitated the reconciliation process of 5,000 NFP (Northern Focused Portfolio) platform accounts
- Increased group’s capacity by gaining exposure to the holdings of various NFP models/strategies.
- Investigated account discrepancies to insure accurate data and meet client expectation.
- Prepared account opening documentation and maintained timely and accurate reports of security and cash positions.
- Performed ad hoc analysis in response to client inquiries in support of US Private Wealth Management Clients.
0-5 years of experience
Managed portfolio management systems for broker groups serving high-net-worth clients
- Conducted performance analyses & created valuation reports & investment reviews on portfolios totaling over $1.5 billion
- Trained employees on the Axys & Portia portfolio management systems
- Assisted broker groups with portfolio construction & provided commentary & market analysis
0-5 years of experience
Prepared, reviewed and posted all tenant billings including CAM, RET’s, Tax Abatements, Insurance and Utility Reconciliations for portfolio of retail shopping centers consisted of approximately 3 million sq. ft.
- Acted as liaison for all tenant related disputes and reconciled tenant accounts as necessary.
- Prepared tenant recovery set up within MRI and established tenant’s pro-rata share.
- Reviewed/approved lease abstracts prepared by Leasing Department.
- Reviewed/posted monthly rent-up for portfolio.
- Calculated monthly percentage rent/percentage rent in lieu for all tenants as necessary.
- Coordinated with the Property Managers, Collections and Accounting Department to maintain accurate account balances.
- Managed all tenant and 3rd party audits providing appropriate levels of support detail.
- Assisted with the training of new Portfolio Analysts.
Portfolio Analyst Duties and Responsibilities
Portfolio Analysts must complete various tasks to ensure that their clients’ investments are secure and yielding expected returns. In reviewing several job listings for this profession, we found the following are among the core duties and responsibilities of a Portfolio Analyst.
Conduct Investment Analysis A Portfolio Analyst will evaluate the performance of a client’s investments, such as stocks and bonds, and make recommendations to help these clients improve increase their assets. They will analyze financial statements and other financial information to determine a client’s value and assist them in making financial decisions.
Track Economic Trends It is up to a Portfolio Analyst to keep track of trends that will affect the performance of various types of investments. Portfolio Analysts will study trends in the economy and business, such as interest rates and stock values, which will positively or negatively affect the value of a client’s investments.
Create Investment Reports Portfolio Analysts will generate reports regarding investment values, performances and trends and present this material to clients on a regular basis. These reports can be generated monthly or quarterly. These reports might include details about investment risks, product pricing and rate changes.
Portfolio Analyst Skills
As a Portfolio Analyst, you should possess strong mathematical, decision-making and communication skills. The ability to work with little or no supervision is an important trait for Portfolio Analysts. They should be results-driven individuals with strong analytical minds who can understand the financial vision of an company or consumer and help them to achieve these goals. In addition to these general skills, a Portfolio Analyst could be expected by potential employers to possess the following skills. Core skills: Based on job listings we looked at, employers want Portfolio Analysts with these core skills. If you want to work as a Portfolio Analyst, focus on the following.
- Preparing portfolio analysis reports
- Recommending the best investment vehicles based on performance
- Understanding risks associated with investing
- Maintaining knowledge of market and economic trends
- Knowing various investment types, such as mutual funds, stocks and bonds
Advanced skills: While most employers did not require the following skills, multiple job listings included them as preferred. Add these to your Portfolio Analyst toolbox and broaden your career options.
- Possess CFA certification
- Knowledge of Microsoft Excel and PowerPoint
Portfolio Analyst Resources
The following are among the best industry resources we found that could be helpful as you continue your research of a Portfolio Analyst career. Both online and print resources are listed here. On the Web
Enterprising Investor – Hosted by the CFA Institute, this blog provides tips and strategies for investment professionals.
The Journal of Portfolio Management – Portfolio Analysts can read articles covering diverse topics, such as optimizing value, diversification and futures. Industry Groups
Association of Financial Analysts – A global organization offering networking opportunities to Financial Analysts since 2008.
Association for Financial Professionals (AFP) – This organization provides Financial Analysts with professional training, certification and networking through conferences, discussion boards, seminars and webinars, online publications and career development opportunities. Books
Investment Analysis and Portfolio Management, 10th Edition – An extensive look at the application of tools used by investment and portfolio professionals.
Bond Markets, Analysis, and Strategies (9th Edition) – An extensive study of strategies and tips for analyzing bonds.
Rate This Article
Portfolio Analyst
Last edited by: Gabriela Barcenas, CPRW, Content Writer II -
Gabriela Barcenas
CPRW, Content Writer IIGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
